Relationship Manager

Company Description Brick Aura Consultancy Pvt Ltd is a premier financial services and consultancy firm focused on helping individuals and businesses secure their financial future. Headquartered in Gurugram, the company provides end-to-end loan solutions, including Home Loans, Loans Against Property (LAP), Business Loans, and Balance Transfers to nationalized banks at competitive rates. Guided by the motto “Build with Excellence,” Brick Aura emphasizes smart solutions, transparency, and a customer-first approach. Its experienced team simplifies the borrowing process and delivers value-driven financial consulting that helps clients make informed decisions and maximize savings.
Role Description The Relationship Manager is a full-time, on-site role based in Gurugram. This role involves managing and nurturing client relationships, understanding individual and business financing needs, and recommending suitable loan products such as Home Loans, LAP, Business Loans, and Balance Transfers. The Relationship Manager will handle end-to-end loan processing, including documentation, coordination with banks and internal teams, and timely follow-up to ensure smooth disbursement. The role also includes proactively generating new business through leads, referrals, and networking, maintaining accurate records in CRM or internal systems, and providing ongoing support to clients to ensure high satisfaction and retention. The Relationship Manager will collaborate closely with credit, operations, and leadership teams to meet targets while maintaining service quality and compliance with policies.
Qualifications
Strong client relationship management, customer service, and stakeholder coordination skills.
Sales and business development abilities, including lead generation, negotiation, and closing deals.
Knowledge of retail lending products such as Home Loans, LAP, Business Loans, and Balance Transfers, and basic understanding of banking processes.
Good communication skills in English and local languages, with clear, professional verbal and written abilities.
Analytical and problem-solving skills to assess client profiles, evaluate financial needs, and suggest appropriate solutions.
Proficiency with MS Office tools and CRM or similar systems for maintaining client records and tracking pipelines.
Ability to work in a target-driven environment, manage time effectively, and handle multiple client cases simultaneously.
Bachelor’s degree in Finance, Business, Commerce, or a related field; prior experience in financial services, banking, or loan consulting is preferred.

Work arrangement
No